consumer discretionary stocks and consumer and healthcare. tell us why. >> to continue with the story . we argeneral wehave a three andt discount. in terms of consumer discretionary and industrial we are in the favorable seasonal period i saul the call them the stocks do better. we are looking at relatively good earnings growth and from a technical persia perspective wee the mopommen mtu momentum stil e favourses the cycle.v let's look at mcdonald and nor nonorfolk southern and johnson d johnson. why do you like these stocks is in a unified theme here. >> there is it.each one of thess an above average track record of raising their earnings and give difficuldividends in the past te years. high quality stocks that are offering a dividend should not be avoided and they have recommendations by analysts. mcdonalds here is a company with a increase in sales expect the for their value meals that could expand their market share. in terms of norfolk southern. they have added an investment in their knel knelt knel network ae increased their capacity. a